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I saw a tweet this morning about Dan Loeb’s Q1 2021 Third Point Investor Letter, which was a very interesting read. I’ve summarized some insights
Happy Friday! Starting next week, we will be doing the following stream schedule (in Eastern Time). We’ll keep adding structure and features to the stream
Brought to you by: Fundrise: Institutional real estate investing without the hassle. Mini Board Markets & Macro Daily Stocks are having another quiet day after
Struum, General Motors and more from around the business world.
Big Tech shakes up another industry.
Nvidia posts big earnings.
The pandemic wreaks havoc on fast food breakfast, DoorDash and Instacart have a clearer IPO path after Prop 22 passes and more from around the business world.
Bitcoin continues its second boom, AMD agrees to buy Xilinx and highlights from a slew of Tuesday earnings reports.
A look at chip-leader Nvidia ($NVDA) from my Oct. 27 Daily Read.
Oracle beats out Microsoft for TikTok, Nvidia agrees to buy Arm Holdings from SoftBank Group and Verizon acquires wireless reseller TracFone.
BioNTech expresses confidence in its Covid vaccine, Google tries to ward off an antitrust probe and TikTok mulls changes to its corporate structure.
Sometimes I like to compare companies with similar business models to each other – figuring out what gives each one their respective competitive advantage. In